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Kraft Heinz

890 hedge funds and large institutions have $23B invested in Kraft Heinz in 2020 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 310 increasing their positions, 307 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 81

32% more capital invested

Capital invested by funds: $17.5B → $23B (+$5.52B)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

6% more funds holding

Funds holding: 841890 (+49)

1.01% more ownership

Funds ownership: 57.96%58.97% (+1%)

1% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 307

32% less call options, than puts

Call options by funds: $369M | Put options by funds: $544M

Holders
890
Holders Change
+49
Holders Change %
+5.83%
% of All Funds
18.25%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.35%
New
135
Increased
310
Reduced
307
Closed
81
Calls
$369M
Puts
$544M
Net Calls
-$176M
Net Calls Change
+$3.86M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
601
Kingsview Wealth Management
Oregon
$233K +$219K +7,293 New
WSFS
602
Wilmington Savings Fund Society
Delaware
$232K -$40.5K -1,349 -16%
CPSC
603
Carl P. Sherr & Co
Massachusetts
$232K +$219K +7,286 New
DPIM
604
Duff & Phelps Investment Management
Illinois
$231K +$217K +7,230 New
P
605
Pitcairn
Pennsylvania
$231K +$217K +7,232 New
AOWM
606
Alpha Omega Wealth Management
Virginia
$231K +$218K +7,257 New
TI
607
Truehand Inc
New Hampshire
$230K -$2.07K -69 -0.9%
Kovitz Investment Group Partners
608
Kovitz Investment Group Partners
Illinois
$229K -$191K -6,370 -47%
ADMI
609
Albert D. Mason Inc
Massachusetts
$228K +$215K +7,165 New
LS
610
Livforsakringsbolaget Skandia
Sweden
$227K
BT
611
Brandywine Trust
Delaware
$227K +$213K +7,107 New
GLA
612
Good Life Advisors
Pennsylvania
$226K +$213K +7,084 New
WAM
613
Wakefield Asset Management
Colorado
$226K +$213K +7,090 New
FCCM
614
First City Capital Management
Georgia
$225K +$212K +7,045 New
VAG
615
VisionPoint Advisory Group
Texas
$223K +$193K +6,436 New
CGA
616
Crescent Grove Advisors
Illinois
$219K +$206K +6,865 New
IAA
617
Independent Advisor Alliance
North Carolina
$218K +$205K +6,828 New
MGIA
618
Moneta Group Investment Advisors
Missouri
$218K +$205K +6,836 New
TC
619
TownSquare Capital
Utah
$217K -$13.8K -460 -6%
LCM
620
Logan Capital Management
Pennsylvania
$217K +$204K +6,800 New
THWM
621
Taylor Hoffman Wealth Management
Virginia
$216K +$203K +6,765 New
BBA
622
BLB&B Advisors
Pennsylvania
$214K -$91.5K -3,047 -31%
FWSM
623
First Wilshire Securities Management
California
$214K +$201K +6,700 New
PCIA
624
Prime Capital Investment Advisors
Kansas
$213K -$20.8K -692 -9%
FRM
625
Fox Run Management
Connecticut
$212K +$200K +6,662 New

KHC Hedge Fund Activity: Q2 2020 in Review

890 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q2 2020, worth a combined $23B — up 32% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new KHC positions and 81 closed out — a net gain of 54 holders — while 310 added to existing stakes and 307 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $212M. The largest seller was Susquehanna International Group, cutting an estimated $91.5M.

  • 890 institutional investors held Kraft Heinz (KHC) as of Q2 2020, up from 841 in Q1 2020.
  • Funds reported $23B of Kraft Heinz stock for Q2 2020, up 32% quarter-over-quarter.
  • 135 funds opened new Kraft Heinz positions in Q2 2020 and 81 closed out, a net change of +54 holders.
  • The largest Kraft Heinz buyer in Q2 2020 was Capital International Investors, an estimated $212M added.
  • The largest Kraft Heinz seller in Q2 2020 was Susquehanna International Group, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2020.